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Sowell Financial Services’s Sonoco SON Stock Holding History

Sowell Financial Services’s Portfolio SON Stock Details SON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-389
Closed -$27K – 2391
2021
Q1 		$27K Sell
389
-16
-4% -$976 ﹤0.01% 1923
2020
Q4 		$24K Buy
405
+13
+3% +$731 ﹤0.01% 1664
2020
Q3 		$20K Sell
392
-11
-3% -$582 ﹤0.01% 1567
2020
Q2 		$21K Sell
403
-109
-21% -$5.4K ﹤0.01% 1445
2020
Q1 		$24K Sell
512
-8,047
-94% -$429K ﹤0.01% 1331
2019
Q4 		$528K Buy
8,559
+460
+6% +$27.2K 0.04% 433
2019
Q3 		$471K Buy
+8,099
New +$482K 0.04% 431

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's SON Position: Q2 2021 in Review

Sowell Financial Services sold out of Sonoco (SON) in Q2 2021, closing a stake of 389 shares — an estimated $27K sold.

Sowell Financial Services first reported a position in SON in Q3 2019 and held it in 7 quarters. The position peaked at $528K in Q4 2019. 395 funds tracked by Wall St. Rank hold SON as of Q2 2021.

  • Sowell Financial Services reported no remaining Sonoco position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 389 Sonoco shares in Q2 2021, an estimated $27K.
  • Sowell Financial Services first reported a position in Sonoco in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Sonoco position peaked at $528K in Q4 2019.
  • 395 funds tracked by Wall St. Rank held Sonoco as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.